Jack Sidders

speaker

477 appearances 14 recordings 3 series first heard Jan 2026 last heard 29 Jul

Jack Sidders’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 14 in all, peaking in Jul 2026 with 5.

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Merryn Talks Money · The UK's Shrinking REITs Sector Is Still Attracting Buyers · 8 Jul 2026 podcast

No way.

This is not something, to be clear, that we're reporting is going to happen any time particularly soon.

But if we go back to what we were talking about earlier and, you know, cost and, you know, that being a driver of consolidation, there's clearly, there's a lot more to be done, right?

We've got multiple, for example, let's take London offices where you've got two London office REITs that, you know, are both arguably still somewhat subscales.

That'd be Great Portland and Derwent London, you know.

For many, many years, there's been speculation about, well, could they do something?

Would they do something?

Now, obviously, neither management team is going to be terribly incentivized to do that and do themselves out of a job.

But there's that as an opportunity.

You've got some landlords trying to pivot into different sectors.

And again, potentially an opportunity there to sort of take out subscale businesses in those new sectors that they want to get into.

And, you know, again, today, what do you know, Trump talking about the Iran ceasefire being over straight away, all the real estate stocks have sold off again.

There'll be some more opportunistic private equity capital waiting in the wings if that is to persist and those discounts blow out again.

You know, there's several UK REITs that are still trading at really quite massive discounts to their reported asset value.

The sector is cheap.

Yes.

There's a whole load of different ways you can slice it and dice it, but basically the UK REIT sector right now is on a massive, massive sale.

And if you're willing to take a view that probably we are, you know, the direction of REITs is more likely to be

steady or down than it is up, then that would be a buy signal.

There's also, it's not just interest rates.

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